MIH
WBT

Meitav Investment House’s Welbilt, Inc. WBT Stock Holding History

Meitav Investment House’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-25,079
Closed -$331K – 502
2020
Q4 		$331K Buy
25,079
+5,856
+30% +$52.6K 0.01% 328
2020
Q3 		$118K Buy
19,223
+1,531
+9% +$10.3K 0.01% 385
2020
Q2 		$108K Buy
+17,692
New +$95.7K 0.01% 374

Other funds holding WBT

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Meitav Investment House's WBT Position: Q1 2021 in Review

Meitav Investment House sold out of Welbilt, Inc. (WBT) in Q1 2021, closing a stake of 25,079 shares — an estimated $331K sold.

Meitav Investment House first reported a position in WBT in Q2 2020 and held it in 3 quarters. The position peaked at $331K in Q4 2020. 200 funds tracked by Wall St. Rank hold WBT as of Q1 2021.

  • Meitav Investment House reported no remaining Welbilt, Inc. position as of Q1 2021 after selling out during the quarter.
  • Meitav Investment House sold 25,079 Welbilt, Inc. shares in Q1 2021, an estimated $331K.
  • Meitav Investment House first reported a position in Welbilt, Inc. in Q2 2020 and held it in 3 quarters.
  • Meitav Investment House's Welbilt, Inc. position peaked at $331K in Q4 2020.
  • 200 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2021.

Based on Meitav Investment House's 13F filing for Q1 2021, filed 6 May 2021.